Delta Air Lines: Deleveraging, Margin Discipline, And Valuation Upside [Seeking Alpha]
Delta Air Lines, Inc. (DAL)
Last delta air lines, inc. earnings: 4/22 07:00 am
Check Earnings Report
US:NYSE Investor Relations:
ir.delta.com
Company Research
Source: Seeking Alpha
Strategic shift toward premium products is driving margin expansion, with premium revenue up 7% and MRO services up 25% year-over-year. 2026 guidance signals both revenue and margin growth, supported by record early bookings and robust corporate demand. DAL's balance sheet is strengthening, with net debt/EBITDA down to 2.49x and resumed capital returns via increased dividends. Lukas Wunderlich/iStock Editorial via Getty Images Investment Thesis In my opinion, Delta Air Lines ( DAL ) is still undervalued, even though the stock price has increased by more than 18.5% since my first article was published in August. The financial This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I h
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High impacting Delta Air Lines, Inc. news events
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DAL
News
- Delta flight turns around after pilots say passenger became violent, tried to enter cockpit [CBS News]CBS News
- 'Unruly' passenger on Delta flight from Houston to Atlanta arrested [USA TODAY]USA TODAY
- Unruly Delta customer forces emergency landing in Houston, airline says [FOX News]FOX News
- Delta's longest-ever domestic flight is back. These flights are even longer. [USA TODAY]USA TODAY
- Chain of errors led to deadly midair collision near Washington, DC, that killed 67, investigators conclude [CNN]CNN
DAL
Earnings
- 1/13/26 - Miss
DAL
Sec Filings
- 2/13/26 - Form 8-K
- 2/13/26 - Form 4
- 2/13/26 - Form 13F-HR
- DAL's page on the SEC website